Intrinsic Financial Design Group

10/15/2026

Today is the day!! Join us at noon!

a1193585-4e43-4149-acab-b33c85ed8f65@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareEventDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/a1193585-4e43-4149-acab-b33c85ed8f65@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareEventDialog

We all know that security is a FEELING and doesn't come from a number. When we try and assign a number to feeling secure, no number can ever be big enough. Security and enoughness are not in money's job description.

Let's talk about three questions that can help you determine your future quality of life and guide your plan for a successful secure retirement.

Microsoft Virtual Events Powered by Teams

10/14/2026

Quick Reminder: Upcoming Thoughtful Third Thursday Webinar Planning for a Fulfilling Retirement, co-hosted with Hartford Funds.

This webinar offers practical insights and thought-provoking questions to help you plan with confidence. During this engaging discussion, we'll explore:

- What "home" may look like in retirement
- Preparing for potential expenses and lifestyle changes
- Maintaining meaningful social connections and purpose throughout retirement

As part of our commitment to serving as a resource for our clients, friends, and community, we encourage you to join us and invite anyone who may benefit from this conversation.

When: Thu, Oct 15, 2026 from 12:00p - 1:00p
Where: Where ever you are!!

We hope to see you there

Register Here: a1193585-4e43-4149-acab-b33c85ed8f65@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/a1193585-4e43-4149-acab-b33c85ed8f65@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog

10/14/2026

⏰ Tomorrow's the Day, there's still time to register!!

Join us tomorrow from 12- 1PM
💻 Attend from anywhere!

October's Thoughtful Third Thursday Webinar: "Planning for a Fulfilling Retirement"

Whether retirement is around the corner or still a few years away, this conversation will provide valuable insights to help you prepare with confidence as we discuss:

• What "home" may look like in retirement
• Preparing for potential expenses and lifestyle changes
• Maintaining meaningful social connections and purpose throughout retirement

We'd love to have you join us!

Register Here: a1193585-4e43-4149-acab-b33c85ed8f65@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/a1193585-4e43-4149-acab-b33c85ed8f65@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/01/2026

Retirement can seem distant next to life’s daily dilemmas, leaving little time to think about the future. Three simple and surprising questions can help determine your future quality of life, and serve as a practical, thought-provoking starting point for planning a satisfying retirement.

Join us and our co-host, Hartford Funds, for an engaging webinar on planning for a fulfilling retirement. We'll explore key considerations for the next chapter of life, including what "home" may look like in retirement, how to prepare for potential expenses and maintaining your social network

We can’t wait to see you there!

Register Here: a1193585-4e43-4149-acab-b33c85ed8f65@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/a1193585-4e43-4149-acab-b33c85ed8f65@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog

09/17/2026

Looking forward to seeing everyone today at lunch!!

a28d51df-8f4c-472b-814d-4940b3e45fee@3f5d403d-ccae-48a1-8212-f5d4349c6cc7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/a28d51df-8f4c-472b-814d-4940b3e45fee@3f5d403d-ccae-48a1-8212-f5d4349c6cc7

8,000 Days- Retirement Educational Webinar
As part of our mission to serve and be a resource for our community, we’re excited to offer a series of educational webinars throughout 2026. Join us each month to learn, connect, and gain insights designed to support your intrinsic motivations and goals — helping you continue to grow and thrive "Today, Tomorrow, Together."

Longer lifespans mean we could be facing 20+ years of retirement, or approximately 8,000 days. Retirement is no longer an end but a new, complex phase of life during which so much could happen. Getting started on the right foot can be crucial.

Join us and our co-host Hartford Funds to learn about how you can anticipate the challenges and opportunities this new phase might present.

Microsoft Virtual Events Powered by Teams

09/16/2026

Tomorrow is the day!

Just a friendly reminder to register for our upcoming webinar with Hartford Funds for this months Thoughtful Third Thursday from 12-1PM

A longer lifespan can mean a longer retirement, making it more important than ever to plan ahead. During this session, we'll explore what a 20+ year retirement may look like and discuss ways to prepare for the opportunities and challenges that can arise along the way.

Please pass this event along, we want this to be a resource for our friends and clients and those that they care most about.

Register Here: a28d51df-8f4c-472b-814d-4940b3e45fee@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/a28d51df-8f4c-472b-814d-4940b3e45fee@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog

09/15/2026

https://lnkd.in/p/gcuEZyZG

We are so excited to be presenting at this next Legacy Luncheon! Sophia and Jess are so passionate about intentionally "Leaving Your Legacy" and looking forward to seeing you there!

09/10/2026

A successful volunteer day in the books! 🙌

Lettuce tell you about our awesome volunteer day! 🥬We spent the day sorting produce that will soon make its way to families across our community. Every box packed and every item sorted helps make a meaningful difference. Thankful for the opportunity to serve, connect, and give back together.

Hope you will join us next month!

09/10/2026

Have you registered yet?

As life expectancies continue to increase, many people may spend 20 years or more in retirement. That is a significant chapter of life, filled with important financial, personal, and lifestyle decisions.

Register for September's Thoughtful Third Thursday webinar as we join Hartford Funds and discuss how to prepare for the opportunities and potential challenges of a longer retirement.

Please pass this event along, we want this to be a resource for our friends and clients and those that they care most about.

Secure your spot by registering today.

Register Here: a28d51df-8f4c-472b-814d-4940b3e45fee@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/a28d51df-8f4c-472b-814d-4940b3e45fee@3f5d403d-ccae-48a1-8212-f5d4349c6cc7?source=copyLinkLegacyShareLinkDialog